CIP

Capital Insight Partners Portfolio holdings

AUM $604M
1-Year Est. Return 12.17%
This Quarter Est. Return
1 Year Est. Return
+12.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$491M
AUM Growth
+$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$4.66M
2
+$3.7M
3
+$2.14M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.08M
5
FMS icon
Fresenius Medical Care
FMS
+$1.98M

Top Sells

1
+$2.44M
2
+$1.84M
3
+$1.58M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.48M
5
BND icon
Vanguard Total Bond Market
BND
+$1.38M

Sector Composition

1 Financials 8.89%
2 Healthcare 8.66%
3 Technology 7.48%
4 Industrials 7%
5 Consumer Discretionary 6.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.61M 0.33%
7,321
+53
102
$1.48M 0.3%
9,650
+647
103
$1.47M 0.3%
36,988
-10,582
104
$1.27M 0.26%
8,582
-33
105
$1.25M 0.25%
49,170
-30,372
106
$1.23M 0.25%
4,037
-18
107
$1.2M 0.25%
58,800
-6,000
108
$1.07M 0.22%
9,265
-8
109
$1.04M 0.21%
14,298
+1,316
110
$1.04M 0.21%
8,636
+142
111
$974K 0.2%
9,202
-154
112
$959K 0.2%
18,141
-34,823
113
$942K 0.19%
3,643
-498
114
$922K 0.19%
14,754
-3,115
115
$864K 0.18%
18,238
-2,315
116
$851K 0.17%
34,848
-4,074
117
$725K 0.15%
4,320
118
$704K 0.14%
5,001
119
$692K 0.14%
1,510
+90
120
$687K 0.14%
25,754
-7,828
121
$669K 0.14%
12,131
-3,061
122
$666K 0.14%
2,411
-190
123
$610K 0.12%
7,130
-3,752
124
$500K 0.1%
10,159
-135
125
$481K 0.1%
16,868
3 4
5
6 7